Physician Wealth Solutions Inc. Dimensional ETF Tr Dimensional Transaction History
Physician Wealth Solutions Inc.
- $229 Billion
- Q3 2025
A detailed history of Physician Wealth Solutions Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 292,884 shares of DISV stock, worth $10.5 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
292,884
Previous 297,355
1.5%
Holding current value
$10.5 Million
Previous $9.79 Billion
6.82%
% of portfolio
4.56%
Previous 4.54%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio